Latest Institutional Sells of Nuveen Mortgage & Income Fund (JLS)
This list provides information on the latest institutional transactions involving Nuveen Mortgage & Income Fund (JLS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-77.4K- 50.82% |
$1.38M - $1.43M
|
74.9K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.5K- 40.13% |
$811K - $839K
|
67.9K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.43K- 9.19% |
$78.9K - $81.7K
|
43.7K
$787K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-516- 1.91% |
$9.2K - $9.52K
|
26.5K
$477K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-65.2K- 3.97% |
$1.12M - $1.18M
|
1.58M
$28.4M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77- 9.12% |
$1.32K - $1.4K
|
767
$13.8K
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-498- 3.3% |
$8.3K - $8.9K
|
14.6K
$263K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58- 0.57% |
$967 - $1.04K
|
10.1K
$182K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-26- 0.01% |
$433 - $465
|
434K
$7.81M
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.45K- 30.08% |
$134K - $141K
|
19.6K
$354K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.03K- 12.87% |
$31.4K - $33.3K
|
13.7K
$247K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-48.7K- 78.0% |
$776K - $847K
|
13.7K
$247K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-41K- 99.42% |
$652K - $711K
|
240
$4.32K
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.07K- 14.38% |
$33K - $36K
|
12.3K
$222K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49- 2.92% |
$780 - $851
|
1.63K
$29.4K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.8KClosed |
$352K - $401K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-10.4KClosed |
$169K - $192K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.74K- 14.28% |
$28.2K - $32.1K
|
10.4K
$188K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-667- 6.6% |
$10.8K - $12.3K
|
9.43K
$170K
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-11.6KClosed |
$207K - $246K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15.9KClosed |
$328K - $340K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-520Closed |
$10.7K - $11.1K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-723Closed |
$14.9K - $15.5K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-325Closed |
$6.68K - $6.95K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-73.7KClosed |
$1.52M - $1.57M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.85KClosed |
$203K - $210K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.8KClosed |
$739K - $784K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-27.2KClosed |
$532K - $564K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.3KClosed |
$426K - $462K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-14.8KClosed |
$271K - $293K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.86KClosed |
$143K - $155K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-278Closed |
$5.07K - $5.5K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-24Closed |
$438 - $475
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14K- 52.94% |
$259K - $278K
|
12.5K
$225K
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.96K- 9.09% |
$36K - $38.7K
|
19.6K
$352K
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-163Closed |
$3K - $3.23K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-60Closed |
$1.11K - $1.19K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 10, 2020
Q2 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-17.2KClosed |
$285K - $337K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-5KClosed |
$82.7K - $97.8K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-1.75KClosed |
$29K - $34.3K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-708- 7.75% |
$11.7K - $13.8K
|
8.43K
$152K
|
|
Q1 2020 | |||||||
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-23.2KClosed |
$341K - $531K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-18.8KClosed |
$277K - $432K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-2KClosed |
$29.4K - $45.8K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-400Closed |
$5.89K - $9.17K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-384KClosed |
$8.37M - $8.85M
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-259KClosed |
$5.66M - $5.98M
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-32.5KClosed |
$709K - $749K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-31.2KClosed |
$680K - $719K
|
0
$0
|